CHARLES D. WOODS, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN
401k plan membership statisitcs for CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 9 |
| Number of participants with account balances | 2023-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 8 |
| Number of participants with account balances | 2021-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 10 |
| Number of participants with account balances | 2020-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2018: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 8 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 10 |
| Number of participants with account balances | 2017-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 9 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 9 |
| Number of participants with account balances | 2015-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2023 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $678,377 |
| Total plan assets at end of year | 2023-12-31 | $2,263,528 |
| Total plan assets at beginning of year | 2023-12-31 | $1,585,151 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $43,029 |
| Other income received | 2023-12-31 | $566,276 |
| Net income (gross income less expenses) | 2023-12-31 | $678,377 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,263,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,585,151 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $69,072 |
| 2022 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-300,174 |
| Total plan assets at end of year | 2022-12-31 | $1,585,151 |
| Total plan assets at beginning of year | 2022-12-31 | $1,885,325 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $42,671 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $1,535 |
| Other income received | 2022-12-31 | $-409,215 |
| Net income (gross income less expenses) | 2022-12-31 | $-300,174 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,585,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,885,325 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $64,835 |
| 2021 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $420,847 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $123,305 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $123,305 |
| Total plan assets at end of year | 2021-12-31 | $1,885,325 |
| Total plan assets at beginning of year | 2021-12-31 | $1,587,783 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $37,305 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $100,000 |
| Other income received | 2021-12-31 | $223,473 |
| Net income (gross income less expenses) | 2021-12-31 | $297,542 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,885,325 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,587,783 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $60,069 |
| 2020 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $302,589 |
| Total plan assets at end of year | 2020-12-31 | $1,587,783 |
| Total plan assets at beginning of year | 2020-12-31 | $1,285,194 |
| Value of fidelity bond covering the plan | 2020-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $37,180 |
| Other income received | 2020-12-31 | $208,207 |
| Net income (gross income less expenses) | 2020-12-31 | $302,589 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,587,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,285,194 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $57,202 |
| 2018 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $8,026 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $93,511 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $93,511 |
| Total plan assets at end of year | 2018-12-31 | $1,033,231 |
| Total plan assets at beginning of year | 2018-12-31 | $1,118,716 |
| Value of fidelity bond covering the plan | 2018-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $32,042 |
| Other income received | 2018-12-31 | $-78,322 |
| Net income (gross income less expenses) | 2018-12-31 | $-85,485 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,033,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,118,716 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $54,306 |
| 2017 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $193,711 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,600 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $6,600 |
| Total plan assets at end of year | 2017-12-31 | $1,118,716 |
| Total plan assets at beginning of year | 2017-12-31 | $931,605 |
| Value of fidelity bond covering the plan | 2017-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $35,146 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $48 |
| Other income received | 2017-12-31 | $100,596 |
| Net income (gross income less expenses) | 2017-12-31 | $187,111 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,118,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $931,605 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $57,921 |
| 2016 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $94,439 |
| Total plan assets at end of year | 2016-12-31 | $931,605 |
| Total plan assets at beginning of year | 2016-12-31 | $837,166 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $32,904 |
| Other income received | 2016-12-31 | $4,737 |
| Net income (gross income less expenses) | 2016-12-31 | $94,439 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $931,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $837,166 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $56,798 |
| 2015 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $74,393 |
| Total plan assets at end of year | 2015-12-31 | $837,166 |
| Total plan assets at beginning of year | 2015-12-31 | $762,773 |
| Value of fidelity bond covering the plan | 2015-12-31 | $85,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,498 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $10,812 |
| Other income received | 2015-12-31 | $-23,279 |
| Net income (gross income less expenses) | 2015-12-31 | $74,393 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $837,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $762,773 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,362 |
| 2014 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $88,317 |
| Total plan assets at end of year | 2014-12-31 | $762,773 |
| Total plan assets at beginning of year | 2014-12-31 | $674,456 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $29,339 |
| Other income received | 2014-12-31 | $6,647 |
| Net income (gross income less expenses) | 2014-12-31 | $88,317 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $762,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $674,456 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $52,331 |
| 2013 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $77,667 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,600 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $9,600 |
| Total plan assets at end of year | 2013-12-31 | $674,456 |
| Total plan assets at beginning of year | 2013-12-31 | $606,389 |
| Value of fidelity bond covering the plan | 2013-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $22,585 |
| Other income received | 2013-12-31 | $4,632 |
| Net income (gross income less expenses) | 2013-12-31 | $68,067 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $674,456 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $606,389 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $50,450 |
| 2012 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $80,434 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $891 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $891 |
| Total plan assets at end of year | 2012-12-31 | $606,389 |
| Total plan assets at beginning of year | 2012-12-31 | $526,846 |
| Value of fidelity bond covering the plan | 2012-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,224 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $902 |
| Other income received | 2012-12-31 | $8,675 |
| Net income (gross income less expenses) | 2012-12-31 | $79,543 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $606,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $526,846 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $48,633 |
| 2011 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $52,946 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $41,704 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $41,704 |
| Total plan assets at end of year | 2011-12-31 | $526,846 |
| Total plan assets at beginning of year | 2011-12-31 | $515,604 |
| Value of fidelity bond covering the plan | 2011-12-31 | $55,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $21,096 |
| Other income received | 2011-12-31 | $-10,808 |
| Net income (gross income less expenses) | 2011-12-31 | $11,242 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $526,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $515,604 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $42,658 |
| 2010 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $109,362 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,837 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $17,837 |
| Total plan assets at end of year | 2010-12-31 | $515,604 |
| Total plan assets at beginning of year | 2010-12-31 | $424,079 |
| Value of fidelity bond covering the plan | 2010-12-31 | $55,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,028 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $20,017 |
| Other income received | 2010-12-31 | $21,777 |
| Net income (gross income less expenses) | 2010-12-31 | $91,525 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $515,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $424,079 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $43,540 |
| 2009 : CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2009-12-31 | $43,103 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $43,103 |
| 2023: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CHARLES D WOODS MD PC 401K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 8 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 8 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,435 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,435 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 10 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $5,532 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,532 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 10 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,302 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 9 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,337 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 9 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,039 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 9 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $2,449 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,449 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 9 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,172 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,172 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,829 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker organization code? | 3 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker name | FIDELITY MANAGEMENT & RESEARCH CO |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 8 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,269 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,266 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION 7 | | Insurance broker name | FIDELITY MANAGEMENT & RESEARCH CO |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 7 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,904 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,904 | | Additional information about fees paid to insurance broker | BROKERAGE COMMISSION | | Insurance broker organization code? | 7 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
